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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
276
Wealth Analytics Partners
California
$820K -$3.7K -27 -0.5%
PA
277
Prism Advisors
California
$819K -$21K -153 -3%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$811K -$26K -190 -3%
HAP
279
Harbor Asset Planning
Massachusetts
$810K +$1.51K +11 +0.2%
MT
280
Midwest Trust
Kansas
$805K -$77.2K -563 -9%
LNB
281
Ledyard National Bank
$795K – – –
EW
282
Elyxium Wealth
California
$793K -$94.4K -689 -11%
LIA
283
LifePlan Investment Advisors
North Carolina
$788K -$67.2K -490 -8%
Renaissance Technologies
284
Renaissance Technologies
New York
$783K +$754K +5,500 New
CPC
285
Cadia Private Client
New Jersey
$775K +$1.37K +10 +0.2%
Members Trust
286
Members Trust
Florida
$762K – – –
RFP
287
RCS Financial Planning
Maryland
$758K -$37.6K -274 -5%
BF
288
Brooklyn FI
New York
$757K – – –
MWA
289
Marathon Wealth Advisors
Massachusetts
$756K +$685 +5 +0.1%
PIA
290
Perennial Investment Advisors
California
$755K +$65.6K +479 +10%
RW
291
Rede Wealth
Virginia
$751K -$69.6K -508 -9%
AFG
292
Atomi Financial Group
New York
$749K -$2.33K -17 -0.3%
FF
293
Finley Financial
Nevada
$749K -$4.11K -30 -0.6%
MIA
294
Milestone Investment Advisors
Wisconsin
$746K +$74.4K +543 +12%
KCM
295
Kathmere Capital Management
Pennsylvania
$746K – – –
JWBC
296
J.W. Burns & Co
New York
$738K +$4.8K +35 +0.7%
SAM
297
S.A. Mason
Michigan
$734K +$548 +4 +0.1%
MBT
298
Montecito Bank & Trust
California
$726K -$68.5K -500 -9%
NG
299
Navigation Group
California
$725K -$137 -1 -0%
WAM
300
WNY Asset Management
New York
$721K -$41.1K -300 -6%